Set Up Your Team for Success!
Help your agents remain top-of-mind and in continual contact with your clients, prospects, and Centers of Influence.
Set up your team of agents and financial professionals for success with a complete automated digital marketing system that works. Our white glove, turnkey enterprise solution helps your team uncover new sales, build loyalty, and stay top of mind with clients and prospects.
Automated compliance approved appointment and lead generating content provides your team with relevant and timely content pieces. Each account comes fully populated with an automatic yearly campaign strategy that is refreshed every year.
Each Personal Account Includes:
- 5 yearly Appointment Generating Storyboards
- 3 yearly Appointment Generating e-Checklists
- 4 Holiday e-Cards each year including birthday and anniversary cards
- 4 Quarterly Financial Newsletters OR Weekly Stock Market Commentary (52 per year)
- Contact Builder Mobile App
- Automatic Contact Grabber
- Photo Album